Use individual identities
Avoid shared credentials so actions and access can be tied to the person performing the work.
TEAM OPERATIONS GUIDE
Give every messaging role the access it actually needs.
Individual logins and scoped permissions help larger teams separate campaign work, account administration, analytics, and client or department responsibilities.
- Individual logins
- Scoped permissions
- Shared resources
- Clear ownership
OPERATING MODEL
One messaging operation, clearly separated responsibilities
Structure access around real roles and workflows. Permission availability depends on the selected account configuration and should be confirmed during setup.
Separate operational duties
Campaign execution, billing, analytics, and account administration do not need identical permission levels.
Organize clients and departments
Keep audiences and responsibilities clear when an agency, regional team, or multi-department organization shares the platform.
Keep governance visible
Document role ownership, review access regularly, and align approval workflows with the risk of the campaign.
FROM DECISION TO WORKFLOW
Make access follow responsibility
The account structure should make it obvious who can create, approve, send, view results, manage audiences, and change account-level settings.
Map the teams
List departments, client teams, regions, and the people responsible for messaging decisions.
Define the roles
Separate campaign creation, approval, analytics, audience management, billing, and account administration.
Assign least privilege
Give each person the smallest access scope needed for the work they own, then review exceptions deliberately.
Review over time
Revisit access when people, clients, departments, or responsibilities change, and remove access that is no longer needed.
NEXT STEP
Design the workspace around your team
Start free for the core workflow, or book a demo to map departments, clients, permissions, and account structure.